If you’re hosting a recurring event or managing bookings that follow a similar setup, you can save time by cloning an existing booking to multiple dates. This feature allows you to quickly duplicate key details without needing to rebuild each booking from scratch.
To clone a booking:
Open the Booking you’d like to copy.
In the top-right corner, click Actions → Clone.
In the clone window, choose which details you want to include in the new bookings:
Contacts – carry over the associated client or company details.
Custom Fields – include any additional data fields linked to the booking.
Event – replicate the event details tied to the booking.
Event Custom Fields – include custom event-level fields.
Line Items – copy over your menus, meeting room rentals, and other revenue items.
Notes – bring forward any internal or client-facing notes.
Select the Start Dates for the new bookings. You can add multiple dates if needed.
Once you’ve confirmed your selections, click Clone.
Each cloned booking will automatically be created in Lead status, allowing you to review and confirm details before moving them forward in your sales process.
Using Event Templates to Manage Recurring Bookings
Event Templates allow you to set up predefined details for common event types, offering consistency and minimizing manual setup.
How to Create and Utilize Event Templates
Navigate to the Event Templates section in the application.
Create a new template by adding details like start time, venue, and line items.
Save the template.
Apply the template when creating a new booking to automatically populate all fields with the saved details.
Advantages of Using Event Templates
Saves time by reducing repetitive input tasks.
Ensures consistency across recurring bookings.
Minimizes the risk of errors by automating event details.